Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,060 | $102,385-54.0% | $147,080-68.0% | $80,935-41.9% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 13.70% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $7,462 | $3,717+100.8% | $4,933+51.3% | $2,757+170.7% |
| Participant deferral / active EE | $8,691 | $6,651+30.7% | $8,066+7.7% | $4,299+102.1% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |